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Difference between revisions of "Pro Expense"
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{{DISPLAYTITLE:Expense Module}}<div style="text-align: center;"> | {{DISPLAYTITLE:Expense Module}}<div style="text-align: center;"> | ||
| − | [[Pro Expense]] | [[Pro Expense Transaction|Expense Transaction]] | [[Pro Issue Payment Expense|Issue Payment Expense]] | [[Oojeema Pro Expense Job Aids|Expense Job Aids]] | + | [[Pro Expense|Expense]] | [[Pro Expense Transaction|Expense Transaction]] | [[Pro Issue Payment Expense|Issue Payment Expense]] | [[Oojeema Pro Expense Job Aids|Expense Job Aids]] |
</div><br /> | </div><br /> | ||
==Expense Module== | ==Expense Module== | ||
Allows the user to create Expense Transactions as well as issuing payments base from transaction. | Allows the user to create Expense Transactions as well as issuing payments base from transaction. | ||
| − | ===== <span class="mw-headline" id="Requirements_before_using_Purchase_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Expense Module</span></span></span> ===== | + | =====<span class="mw-headline" id="Requirements_before_using_Purchase_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Expense Module</span></span></span>===== |
| − | * The user should setup the following Maintenance Module in order to proceed on using the | + | *The user should setup the following Maintenance Module in order to proceed on using the Expense Module |
| − | *# [[Pro Chart of Account|Chart of Account]] | + | *#[[Pro Chart of Account|Chart of Account]] |
| − | *# [[Pro Vendors|Vendors]] | + | *#[[Pro Vendors|Vendors]] |
| − | *# [[Pro Tax|Tax]] | + | *#[[Pro Tax|Tax]] |
| − | * For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: | + | *For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: |
| − | *# [[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]] | + | *#[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]] |
| − | *# [[Oojeema Pro Vendors Job Aids|Vendors Job Aids]] | + | *#[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]] |
| − | *# [[Oojeema Pro Tax Job Aids|Tax Aids]] | + | *#[[Oojeema Pro Tax Job Aids|Tax Aids]] |
[[File:Pro Expense Menu List.png|center|thumb|954x954px|Expense Menu List]] | [[File:Pro Expense Menu List.png|center|thumb|954x954px|Expense Menu List]] | ||
| Line 57: | Line 57: | ||
Notes: | Notes: | ||
| − | * The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is '''UNPAID''' | + | *The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is '''UNPAID''' |
| − | ** For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, Job aids can be found [[Oojeema Pro Expense Job Aids|here]] | + | **For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, Job aids can be found [[Oojeema Pro Expense Job Aids|here]] |
=====Import Expense List===== | =====Import Expense List===== | ||
Latest revision as of 14:06, 29 July 2021
Contents
Expense Module
Allows the user to create Expense Transactions as well as issuing payments base from transaction.
Requirements before using Expense Module
- The user should setup the following Maintenance Module in order to proceed on using the Expense Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
| Field | Description |
|---|---|
| 1.Create Expense | Allows the user to create a Expense Transaction. |
| 2.Issue Payment | Allows the user to create a transaction for Issuing Payments. |
| 3.Options | Allows the user to Export or Import the list of Records |
| 4.Record Filter | Allows the user to set a specific filter options for precise searching of records |
| 5.Status Tab | Allows the user to set and filter the records based from its status. It can be
|
| 6.Summary of Records | List of Purchase Records given based from the set filters |
Options Menu List
Record Option List
Notes:
- The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is UNPAID
- For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, Job aids can be found here
Import Expense List
| Modules | |
|---|---|
| Expense | Purchase | Purchase Order | Issue Payment |
| Maintenance | Chart of Account | Vendors | Tax |
| Job Aid Modules | |
| Expense Aids | Oojeema Pro Expense Job Aids |
| Maintenance Aids | Chart of Accounts Job Aids | Vendors Job Aids | Tax Job Aids |